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蔡崇信撰文:阿里巴巴是这样看自己的

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发表于 2016-5-5 20:00:07 | 显示全部楼层 |阅读模式

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20160505ocjuffh3tmw.jpg

20160505ocjuffh3tmw.jpg

  北京时刻5月5日晚,阿里巴巴集团发布2016财年第四季度财报,以及2016财年全年成绩。财年第四季度,阿里巴巴集团收入同比添加39%,到达241.84亿元人民币;平台成交额同比添加24%,到达7420亿元人民币。在曩昔一年全球忧虑我国经济放缓布景下,阿里的成交额和收入完结微弱双添加,增幅持续逾越华尔街预期,展示了花费经济和由科技驱动的我国效劳业的无穷耐性与潜力。
  阿里巴巴集团董事局履行副主席蔡崇信就此在www.alizila.com撰文对美国出资者胪陈,在全球经济面对应战的状况下,为何阿里巴巴能够做到逆势而行。
  以下为全文:
  今日咱们发布了自个优良的成绩。咱们这个季度的收入同比添加39%。在曩昔的一年,有4.23亿花费者在咱们的零售平台上购物,三月份有4.1亿手机用户在咱们的手机端上花费。
  在全球经济面对应战的状况下,阿里巴巴逆势而行。咱们为何能做到?
  花费驱动微弱添加
  首要,看一下我国的花费者。我国家庭如今具有逾越4.6万亿美元的储蓄。这是曩昔十几年我国薪酬实践两位数添加的成果。与此构成对照的是,2008年美国家庭的债款占到了国内生产总值的98%,美国家庭遍及担负沉重的债款。美国花费者的杠杆花费和信誉透支加重了全球的金融危机。
  我国花费者相对慎重的花费习气,将推进我国经济从出口出资导向型转向内需拉动型。阿里巴巴凭借了这一趋势,帮忙供给更多的产品和效劳给花费者,不论是国产的仍是进口的。
  阿里生态的战略视点
  其次,看一下阿里巴巴的事务。咱们有一个多元平衡的事务组合,处于不一样的添加期间、盈余曲线和现金流水平。依据生长时刻间,咱们将这些事务分红“基地现金流”、“新式引擎”和“长时刻战略出资”三大类型。
  基地现金流
  咱们基地的电商事务十分微弱,现金流充分。咱们这个季度的零售平台收入同比添加41%,坚持了较高、可持续的出售净利率。
  2016财年咱们在基地事务上完结了80亿美元的自在现金流。这将有助于咱们将来的出资。
  新式引擎
  咱们很快乐地看到咱们还具有高添加潜力和久远展望空间的事务。
  阿里云如今是世界上最大的云核算效劳商之一。在近期的这个季度,该事务同比添加175%,而上一个季度这个数字是126%。
  另一个新式引擎是移动互联网,包含移动搜索和移动媒体。在本季度,咱们的移动互联网及移动操作体系事务收入同比添加约50%摆布,闪现出除了移动电子商务外,我国在移动端日子方式上的商业潜力。
  长时刻战略出资
  阿里巴巴过往的前史证实咱们具有成功完结长时刻战略出资的才能。以淘宝平台为例, 2003年,网上购物在我国没有实质性鼓起,咱们发动了淘宝。在开端的五年里咱们没有发作任何收入;相反,咱们专心于用户的累积和树立一个电子商务生态体系。淘宝直到2010年才开端有盈余。咱们的耐性取得了报答。
  咱们习气于出资报答周期长的长时刻出资项目。五到七年时刻的。能够做到这点,是咱们在久远开展中的竞赛优势。
  将来咱们将持续出资那些对阿里巴巴来说具有高度战略含义的有潜力的事务,从数娱到本地效劳到世界扩大。这些事务会影响咱们眼前的收入。不过,咱们出资这些事务是为了将来它们能够成为新式的引擎,终究发作基地现金流。
  我信任出资这些战略性项目能够提高阿里巴巴的品牌连锁价值和效应,无论是作为独自的事务,仍是在阿里平台上帮忙更多花费者取得更多的效劳。
  互联网是将来
  终究,看一下大的图景。我国有6.88亿互联网用户。其间6.2亿用户经过移动端上网。75%的我国互联网用户在40岁以下——互联网是将来,由于年青人在用它。
  WHY ALIBABA IS THRIVING IN A CHALLENGING GLOBAL ECONOMY   Today we reported excellent results. Our revenues grew 39% year-on-year for the quarter. There are now 423 million shoppers who have bought something on our China retail platform in the past year, and 410 million mobile users who were active on our China retail mobile apps during the month of March.
  In these challenging times for the global economy, Alibaba is bucking the trend. Why?
  Consumption propels strong growth
  First, take a look at the Chinese consumer. Chinese households today have aggregate net cash reserves of over $4.6 trillion. This accumulated wealth and liquidity is the result of real double-digit wage growth over the past decade. In contrast, household debt in the U.S. was 98 percent of GDP in 2008 and the average American family was in heavy debt. The levered balance sheet of the American consumer and their credit deterioration contributed to the global financial crisis.
  Chinese consumers, with their healthy balance sheets and ability to spend, will propel China’s shift from an export-and investment-led economy to a consumption-driven economy. Alibaba rides on top of this secular tide as we enable more products and services, be it domestic or import, to reach the consumer.
  A strategic perspective on Alibaba’s ecosystem
  Second, take a look at Alibaba’s businesses. We have a balanced portfolio of businesses in our ecosystem that are in various stages of growth, profit trajectory and cash generation. Depending on years in gestation, we group these businesses into what I call “Core Cash Flow,” “Emerging Traction” and “Long-term Strategic Bets.”
  Core Cash Flow
  Our core e-commerce business is strong and extremely cash generative. We achieved 41% year-on-year revenue growth in China retail marketplaces for the quarter, with high and sustainable operating margins.
  On the strength of our core business, we delivered $8 billion in free cash flow in fiscal 2016. This enables us to invest for the future.
  Emerging Traction
  We are excited to see that several of our businesses have emerged with high growth traction and expanding operating leverage.
  Alibaba Cloud is today one of the largest cloud computing businesses in the world. In the latest quarter this business saw 175 percent year-on-year revenue growth, which is an acceleration of the 126 percent growth rate from the prior quarter.
  Another Emerging Traction star is mobile internet services, including mobile search and mobile media. In this quarter we have provided a glimpse into the potential of the mobile lifestyle in China in addition to mobile commerce, as revenues from mobile internet services and mobile operating systems grew around 50% year-on-year.
  Long-term Strategic Bets
  Alibaba has an incredible track record of making long-term bets successful. Here, a bit of historical perspective is important. Take Taobao Marketplace as an example. We started Taobao in 2003 when online shopping in China was virtually non-existent. For five years we didn’t generate any revenues; instead we focused on acquiring users and building an e-commerce ecosystem. Taobao didn’t produce meaningful profits until 2010, seven years after its founding. Patience has paid off.
  We are used to investing in long-term initiatives with long gestation periods. Five to seven years. Being able to do this is a competitive advantage.
  Going forward we are prepared to continue investing in high potential businesses that are highly strategic to Alibaba, from digital entertainment to local services to international expansion. These businesses contribute to losses in our current income statement. However, we invest in them so that they graduate to Emerging Traction, and then to Core Cash Flow.
  I believe investing in strategic bets accrues long-term franchise value to Alibaba, both as stand-alone businesses and as they enable more consumers to access more services on the Alibaba platform.
  Internet is the future
  Finally, look at the big picture. China has 688 million internet users. Of this, 620 million users access the internet using a mobile device. Seventy-five percent of Chinese internet users are younger than 40 years old – the internet is the future because young people are on it.
  I don’t know about you but I am extremely excited by this.



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